More than half of 2025 is over and we’re almost about to enter the last quarter of the calendar year. It’s time to assess which way the global economy is headed because the last time I wrote about it, it was just after the IMF and World Bank Group Spring Meetings in the US in… Continue reading Which Way Go-eth The Global Economy?
There is no excerpt because this is a protected post.
There is no excerpt because this is a protected post.
The Trump administration just announced a set of new reciprocal tariff rates for more countries and has set a new deadline of August 1, 2025 for these to take effect. It’s still early days, and it’s hard to tell their effect on consumer prices, on trade, and on consumption and economic growth, both in the… Continue reading Have Non-Tariff Ticket, Will Travel
I began this year by writing about the challenges facing India this year as Trump’s tariffs take effect and cause a global economic slowdown, from which India too will not be immune. Then in February 2025, I wrote about the Indian Union Budget which I thought was desperate to push growth, including by cutting taxes… Continue reading Time for India’s Economy to Become More Competitive
This month and the previous one in the New Year, Indian companies have been reporting their quarterly earnings for Q3 FY25. They have been along expected lines in the sense that they are much more muted than in previous quarters and years. Much of this can be explained by the effect of the Covid pandemic… Continue reading India Inc Caught Between Slowdown and Innovation Inertia
Once again it is time for me to react to the Indian Union Budget, and given all the pre-budget media hype around it on television news of a possible tax relief for the middle-class, I should have expected what we finally got to hear on February 1, 2025. I knew it would once again be… Continue reading Desperately Seeking Growth Budget
Once again, the world’s most powerful countries and business and political leaders converged for the Annual World Economic Forum Summit at Davos in January 2025. But what a changed environment it is, this time. With Trump inaugurated for his second non-consecutive term, the world is bracing itself for more chaos, disruption and uncertainty. The context… Continue reading The New Year, Trump Tariffs and the Davos World
Peripatetic Perch 